CRM
Add and manage contacts
Create people and companies, set their stage, and import an existing list into your CRM.
Contacts are the heart of your CRM. You can track individual people and the companies they belong to, all in one place.
Add a person or company
Open Contacts from the menu. The page has tabs for People, Companies, and Tasks:
- On the People tab, click Add Contact. On the Companies tab, click Add Company.
- Enter a name, email, and phone where you have them.
- For companies, you can link the people who work there.
The Tasks tab shows every task across all your contacts in one list, so nothing hides inside a single record.
Set the stage
Each contact has a Stage, drawn from the same stage list as your pipeline, so you always know where they stand. Click a contact and change it on the Details tab as the relationship develops.
Four rules also ship on by default and move people forward on their own: a form submission makes someone a Lead, a payment makes them a Customer, finishing a sequence marks them Engaged, and an engagement score of 50 or more marks them a Hot Lead. Manage these in CRM Settings, under Pipeline Automation.
Import a list
Already have contacts in a spreadsheet? Click Import on the Contacts page, then upload or paste your file. It accepts .csv, .tsv, and .txt files. Your CRM matches the columns for you, so a HubSpot, GoHighLevel, or Google Sheets export works without reformatting.
Import brings in each person's name, email, phone, and lead source. Other columns, such as tags and notes, are left behind, and anyone whose email is already in your CRM is skipped rather than duplicated.
Export your contacts
Click Export on the Contacts page to download your contacts as a CSV file you can open in a spreadsheet or another tool. It includes name, email, phone, type, source, stage, status, and the date each contact was added.
Scan a business card
Click Scan on the Contacts page and take or upload a photo of a business card, a sign-in sheet, or any page with contact details. Your CRM reads the details and shows them for you to check and correct. Optionally pick a stage and add tags, then click the Add button to create the contacts.